ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,933 hedge funds and large institutions have $145B invested in Intuitive Surgical in 2024 Q3 according to their latest regulatory filings, with 221 funds opening new positions, 756 increasing their positions, 642 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.96%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1%
New
221
Increased
756
Reduced
642
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$559M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$529M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
GQG Partners
GQG Partners
Florida
+$395M
5
WSFS
Wilmington Savings Fund Society
Delaware
+$271M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$1.19B
2
Millennium Management
Millennium Management
New York
-$647M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$612M
4
Edgewood Management
Edgewood Management
Connecticut
-$461M
5
Jennison Associates
Jennison Associates
New York
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
1026
Hemington Wealth Management
Virginia
$1.06M -$10.1K -20 -0.9%
HBT
1027
Heartland Bank & Trust
Illinois
$1.06M -$40.3K -82 -4%
OFS
1028
OneAscent Financial Services
Alabama
$1.06M +$48.2K +98 +5%
IA
1029
IFP Advisors
Florida
$1.06M +$94.3K +192 +10%
EI
1030
Ellevest Inc
New York
$1.06M +$10.3K +21 +1%
FIC
1031
FCG Investment Company
Tennessee
$1.06M +$1.06M +2,150 New
Parnassus Investments
1032
Parnassus Investments
California
$1.05M +$282K +574 +37%
AFT
1033
Alpha Family Trust
California
$1.04M – – –
HCMG
1034
Howard Capital Management Group
California
$1.04M +$45.2K +92 +5%
OTL
1035
Oak Thistle LLC
New York
$1.04M +$1.04M +2,115 New
RIA
1036
Realta Investment Advisors
Delaware
$1.03M +$45.3K +93 +5%
AWP
1037
Atlas Wealth Partners
Pennsylvania
$1.03M – – –
TPI
1038
Trust Point Inc
Wisconsin
$1.03M +$210K +427 +26%
MMM
1039
Mendel Money Management
Illinois
$1.03M +$38.3K +78 +4%
MIM
1040
Moseley Investment Management
Florida
$1.03M -$27.5K -56 -3%
LFA
1041
Legacy Financial Advisors
Kentucky
$1.03M +$55K +112 +6%
AFG
1042
Allegheny Financial Group
Pennsylvania
$1.03M – – –
FFS
1043
Founders Financial Securities
Maryland
$1.02M -$27.5K -56 -3%
LG
1044
LaFleur & Godfrey
Michigan
$1.02M -$10.8K -22 -1%
MC
1045
Martin Currie
United Kingdom
$1.02M +$7.8K +16 +0.8%
CAG
1046
Csenge Advisory Group
Florida
$1.02M +$430K +887 +73%
DIA
1047
Dana Investment Advisors
Wisconsin
$1.02M +$82K +167 +9%
PIA
1048
Perennial Investment Advisors
California
$1.02M +$51.6K +105 +5%
AA
1049
Ancora Advisors
Ohio
$1.01M -$40.3K -82 -4%
CIM
1050
Chapman Investment Management
California
$1.01M – – –
40 41
42
43 44